ADD BANK ONLINE CHECK

How to add a bank account?

There are three ways to add a bank account. 


Method 1: Add an existing bank account manually. 

  • Log in to Online Check Writer and navigate to Bank Accounts. 

  • Click the + New button and select Add Manually. 

  • Add your banking information by filling in the Business Details. 

  • Click on the Next button. 

  • Fill in your Account Details, including check type, account number, routing number, check number, and signature. 

  • The details will be filled in automatically when you fill in the routing number. 

  • Click the Save Bank Account button. 

  • Add Account Nick Name and click the Save button. 

 

Method 2: Connect to an existing bank account instantly.  

  • Log in to Online Check Writer and navigate to Bank Accounts. 

  • Click the + New button and select Connect Instantly. 

  • Choose Your Bank, Log In with your online banking credentials, and click Submit. 

  • After verifying your login information, you can see all the Linked Accounts on the next page. 

  • Click on the Next button. 

  • Select Accounts to Link, Add Missing Details, if any, and click the Next button. 

  • Your bank account was added successfully. 

 

Method 3: Create a new bank account. 

  • Log in to Online Check Writer and navigate to Bank Accounts. 

  • Click the + New button and select Create Cloud Bank. 

  • Click the CLICK TO OPEN AN ACCOUNT. 

  • Fill in your personal and business details (KYC and KYB) and submit them. 

  • Your application to create a new business bank account has been submitted. 


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